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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,323 | $47,479-88.8% | $62,929-91.5% | $82,448-93.5% |
| Participation rate | 64.3% | 66.9%-2.6pp | 73.1%-8.8pp | 68.1%-3.8pp |
| Annual return | 0.00% | 20.34%-20.3pp | 1063.93%-1063.9pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,790 | $2,870+32.0% | $3,888-2.5% | $4,139-8.4% |
| Admin fee / account holder | $89 | $3,804-97.7% | $5,065-98.2% | $7,234-98.8% |